Will Indian Markets Crash Like Japan? | Ft. Suneet Kabra | Sanjay Kathuria Podcast EP37 скачать в хорошем качестве

Will Indian Markets Crash Like Japan? | Ft. Suneet Kabra | Sanjay Kathuria Podcast EP37

Suneet Kabra Reveals PMS, IPOs & Multibagger Strategy | Sanjay Kathuria Podcast In this episode of the Sanjay Kathuria Podcast, we sit down with Suneet Kabra, Co-Founder & CEO of Equitree Capital, a Mumbai-based Portfolio Management Services (PMS) firm managing ₹1,000+ Crore AUM. A seasoned Chartered Accountant with 25+ years of experience, Suneet brings a rare blend of private equity discipline, tax expertise, and business-first investing. He breaks down the real truth about PMS vs Mutual Funds, why many PMS strategies underperform in certain cycles, and how investors should think about small-cap & micro-cap investing with a long-term horizon. The conversation dives deep into myths around PMS, profit-sharing structures, PMS vs AIF, valuation bubbles, IPO hype, and the right way to identify multibaggers—without chasing noise. If you’re an investor evaluating PMS, curious about multibagger strategies, or worried about market crashes and portfolio risk, this episode offers clear, practical frameworks used by professionals. 📘 What You’ll Learn ✅ PMS vs Mutual Funds—key differences that matter ✅ Who should (and shouldn’t) invest in PMS ✅ How to choose the right PMS manager ✅ Small-cap & micro-cap investing realities ✅ How professionals identify multibaggers ✅ Cash flow vs profits—what really matters ✅ Valuation bubbles & IPO reality checks ✅ How to prepare your portfolio for a market crash ✅ Sectors to watch in 2026 ⏱️ Timestamps 00:00 – Episode Teaser 01:35 – Guest Intro – Suneet Kabra 03:20 – Why Small & Microcaps 06:10 – Why PMS Is Not Performing 08:10 – PMS Myths & Allegations 10:32 – PMS vs Mutual Funds 12:15 – Who Should Invest in PMS 14:13 – How to Choose the Right PMS 16:22 – Long-Term Horizon for PMS 17:20 – Profit Sharing in PMS 20:45 – PMS vs AIF Differences 25:00 – Equitree Capital Journey 31:08 – How Companies Are Picked 33:05 – Cash Flow vs Profits 33:20 – How to Find Multibaggers 37:35 – Portfolio Deployment Strategy 39:14 – Risk Is Ignorance 40:15 – Promoter Integrity & Capability 41:35 – Exit Strategy & Red Flags 44:55 – Valuation Bubbles Exposed 45:45 – IPO Investing Reality 47:05 – Multibagger Case Study 49:18 – Learning from Mistakes 53:25 – India’s Growth Story (Next Decade) 55:02 – Sectors to Watch in 2026 55:25 – Will India Crash Like Japan? 59:49 – Preparing for a Crash 01:01:14 – Rapid Fire 01:07:45 – Episode Outro 🔗 Guest Social Handles – Suneet Kabra / Equitree Capital Website: https://equitreecapital.com/ LinkedIn:   / suneet-kabra   Instagram:   / equitreecapital   📲 Sanjay Kathuria Podcast Handles Instagram:   / sanjaykathuriapodcast   YouTube (Main):    / @sanjaykathuriapodcast   YouTube (Clips):    / @skpclips   Facebook:   / sanjaykathuriapodcasts   Spotify: https://open.spotify.com/show/1VDdqFL... 🙋‍♂️ Connect with Sanjay Kathuria Instagram:   / financebysanjay   Facebook:   / financebysanjay   LinkedIn:   / sanjaykathuria   Twitter:   / sanjaykathuria   YouTube:    / @sanjay_kathuria   🧵 Hashtags #PMSInvesting #MutualFunds #MultibaggerStocks #SmallCapInvesting #PortfolioManagement #MarketCrash #WealthCreation #SanjayKathuriaPodcast #IndianInvestors 🔍 SEO Tags pms vs mutual funds india, portfolio management services india, suneet kabra podcast, equitree capital pms, multibagger strategy india, small cap investing india, microcap investing india, pms minimum investment, pms taxation india, pms vs aif india, ipo investing reality india, valuation bubbles india, market crash japan india, sectors to invest 2026 india, long term investing india, sanjay kathuria podcast, indian finance podcast ⚠️ Disclaimer This podcast is for educational and informational purposes only. The views expressed are personal opinions of the guest and host and should not be considered financial or investment advice. Please consult a SEBI-registered advisor before investing. 📬 Want to Come on Our Podcast? Email us: SanjayKathuriaPodcast@gmail.com 📚 About the Podcast The Sanjay Kathuria Podcast features India’s top investors, fund managers, entrepreneurs, and market experts—helping you understand how the top 1% think, allocate capital, and build long-term wealth. 📌 Subscribe for weekly episodes:    / @sanjaykathuriapodcast